Marketing Team Performance Review Framework
Marketing LeadershipintermediateClaude 3.5 Sonnet or GPT-4o. Claude excels at structured, nuanced evaluations with balanced feedback. GPT-4o is equally strong and offers faster processing. Both handle the complexity of balancing metrics with qualitative assessment effectively.
When to Use This Prompt
Use this prompt when conducting mid-year or annual performance reviews for marketing team members. It's especially valuable when you need to create consistent, structured evaluations across multiple team members while ensuring you capture both quantitative results and qualitative contributions that drive marketing success.
The Prompt
You are an experienced marketing director helping me conduct comprehensive performance reviews for my marketing team members. I need you to create a structured evaluation framework that balances quantitative metrics with qualitative assessment.
## Context
- Team member role: [ROLE TITLE]
- Review period: [TIME PERIOD, e.g., Q4 2024]
- Team size: [NUMBER] people
- Department focus: [PRIMARY FUNCTION, e.g., demand generation, content, brand]
## Key Responsibilities
List the 4-5 primary responsibilities for this role:
1. [RESPONSIBILITY 1]
2. [RESPONSIBILITY 2]
3. [RESPONSIBILITY 3]
4. [RESPONSIBILITY 4]
## Performance Data
- Key metrics achieved: [SPECIFIC METRICS AND RESULTS]
- Projects completed: [MAJOR PROJECTS OR INITIATIVES]
- Challenges faced: [OBSTACLES OR CONSTRAINTS]
- Collaboration examples: [CROSS-FUNCTIONAL WORK OR TEAMWORK]
## Review Structure
Create a performance review that includes:
1. **Executive Summary** - 2-3 sentence overview of overall performance
2. **Metric-Based Assessment** - Evaluation against 3-4 key performance indicators with context
3. **Competency Evaluation** - Assessment of 5 core marketing competencies (strategic thinking, execution, collaboration, innovation, communication)
4. **Strengths** - 3-4 specific, evidence-based strengths demonstrated this period
5. **Development Areas** - 2-3 constructive areas for growth with specific examples
6. **Goals for Next Period** - 3-4 SMART goals aligned with team and company objectives
7. **Manager Notes** - Space for personalized feedback and career development discussion points
Make the review balanced, specific, and actionable. Use concrete examples rather than generic statements. Ensure the tone is professional, constructive, and motivating.
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Tips for Best Results
- 1.Customize the competencies section to match your company's core marketing competencies and values. Generic competencies produce generic reviews—use your actual performance framework.
- 2.Include specific metrics and project examples in the performance data section. Vague inputs produce vague reviews; concrete data generates actionable, credible feedback.
- 3.Regenerate the prompt for each team member with their actual role context and data. Don't use the same output for different people—personalization is critical for meaningful reviews.
- 4.Use the output as a draft, not final. Add personal observations, specific conversations, and context only you know. AI provides structure; your insights provide authenticity and trust.
Example Output
# Performance Review: Senior Content Marketing Manager | Q4 2024
## Executive Summary
Sarah demonstrated strong execution against content strategy goals this quarter, delivering 24 high-performing pieces while mentoring two junior writers. She exceeded engagement targets by 18% and successfully led the content migration project despite resource constraints.
## Metric-Based Assessment
- **Content Output**: 24 pieces published (target: 20) — 120% of goal
- **Engagement Rate**: 4.2% average (target: 3.5%) — 20% above benchmark
- **SEO Performance**: 8 pieces ranking in top 3 for target keywords (target: 5) — 160% achievement
- **Time-to-Publish**: 12 days average (target: 14 days) — 14% improvement
## Competency Evaluation
- **Strategic Thinking**: Demonstrates strong ability to align content with buyer journey; proactively identified gap in mid-funnel resources
- **Execution**: Consistently delivers on-time and on-brand; manages competing priorities effectively
- **Collaboration**: Built strong relationships with product and sales teams; facilitated 3 successful co-created campaigns
- **Innovation**: Pioneered new case study format that increased conversion by 12%; tested 2 emerging platforms
- **Communication**: Clear written communication; presents findings confidently to leadership
## Strengths
1. **Quality focus**: Maintains editorial standards while increasing output; zero revisions required this quarter
2. **Team leadership**: Mentored two junior writers, resulting in one promotion-ready team member
3. **Data-driven approach**: Uses analytics to optimize content; A/B tested headlines, improving CTR by 15%
## Development Areas
1. **Strategic planning**: Would benefit from developing 6-month content roadmaps earlier to improve resource allocation
2. **Cross-functional influence**: Opportunity to strengthen relationships with marketing ops for better campaign tracking
## Goals for Next Period
1. Lead development of comprehensive content strategy framework for 2025
2. Achieve 25 published pieces with 4.5% average engagement rate
3. Build and mentor content team to achieve 50% self-sufficiency on routine tasks
4. Establish quarterly content ROI reporting dashboard
## Manager Notes
Sarah is a high performer who consistently exceeds expectations. Her growth trajectory suggests readiness for senior leadership role. Recommend discussing career development path and potential expanded responsibilities in strategic planning.
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Courses, workshops, frameworks, daily intelligence, and 6 proprietary tools — built for marketing leaders adopting AI.
Trusted by 10,000+ Directors and CMOs.